The Company Culture Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey.
The team is professional with experience across a broad range of financial services, lending, and insurance.
It is a committed team environment, and they support ongoing training and personal development whilst recognising and rewarding good performance.
The Role In this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affairs in an accurate and timely manner.
Your primary responsibilities will include: Processing of day-to-day administrative tasks Scheduling and following up on client appointments Updating client information into XPLAN (CRM) Hands-on role assisting the team with the implementation of advice About You You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships.
The successful person will have:
Excellent communication and interpersonal skills Strong team ethic and motivated to succeed Strong understanding of the financial planning process Have the ability to work unsupervised or as part of a team Must have experience with XPLAN This could suit a career CRM/CSO or someone who is looking to progress to advice.
The Senior Advisers in the business are open to mentoring quality candidates through their Professional Year.
Benefits Work within a large professional office space Education supported financially Work from home and in the office Solid salary package, up to $90,000 + Super, reviewed annually Career advancement is encouraged Strong broad-based benefits in place What Next?
Please click on APPLY NOW .
Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at ******